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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-10 |
| NE | RA | APPROVED | 2022-10-14 |
Branch Locations
2930 Ridge Line Road Suite 111, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lincoln | NE | 04/2016 | 08/2020 |
| Cornhusker Bank | Lincoln | NE | 04/2016 | 10/2022 |
| Securities America Advisors | Lincoln | NE | 10/2016 | 08/2020 |
| Lpl Financial Llc | Lincoln | NE | 09/2020 | 10/2022 |
| Raymond James & Associates, Inc. | Lincoln | NE | 10/2022 | Present |
(1)Name of Business: ABC LIFE, LLC Address: 6100 Apples Way suite 102, Lincoln, NE, 68516, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/10/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole member of ABC LIFE, LLC, receiving compensation to provide book-keeping and bank account reconciliation and general administrative services for Bruder Unlimited, LLC. \n\nABC LIFE, LLC is 50% owner of Bruder Unlimited, LLC., which is a licensed property/casualty insurance agency in the State of Nebraska. (2)Name of Business: Brother Alliance Holdings, LLC Address: 6100 Apples Way Suite 102, Lincoln, NE, 68516, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 09/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50/50 member with my Brother (Joseph Schluckebier) for the purpose of holding jointly owned assets including but not limited to insurance agency assets, equipment and potential real estate. (3)Name of Business: Bruder Unlimited, LLC Address: 6100 Apples Way Suite 102, Lincoln, NE, 68516, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bruder Unlimited, LLC is a licensed Property/Casualty insurance agency in the State of Nebraska. My brother and I are managing partners in this LLC/Partnership. All profits are distributed to the entities that own Bruder Unlimited, LLC. (see exhibit A on last page of operating agreement)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-03 |
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